Wealth Manager

Workday

Wealth Manager guiding clients in their long-term financial planning and investment strategies. Establishing relationships with High Net Worth clients to ensure bespoke wealth management solutions.

Posted 6/11/2026full-timeManchester • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Establish and nurture profitable partnerships with corporate and individual clients
Manage client relationships and identify financial goals, challenges, and risk tolerance
Provide guidance to clients to support their financial decisions
Communicate value propositions and negotiate terms
Monitor client satisfaction and revenue generated
Engage in complex analysis of data from multiple sources
Collaborate closely with other functions/business divisions

Requirements

What you’ll need

Holding RDR Level 4 qualification
Financial planning qualification
Outstanding relationship-management skills
Experience working directly with individuals and families
Experience of providing Regulated Advice within the UK to High Net Worth clients
Experience of building a client base using internal and external networks
Knowledge of delivering high quality bespoke advice

Benefits

Comp & perks

25 days annual leave
Private healthcare
Pension scheme
Flexible working hours
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningdata analysisregulated advice

Soft Skills

relationship managementcommunicationnegotiationclient satisfactioncollaboration

Certifications

RDR Level 4 qualification